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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Mark Bodnar (CRD# 1201414) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 39 years of experience in the finance industry. Mark Bodnar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Peter Bohrofen (CRD# 5669582) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has over 14 years of experience in the finance industry.
Peter Boland (CRD# 1336706) is an Investment Advisor Representative working at Daymark Wealth Partners, LLC in Cincinnati, OH and has over 28 years of experience in the finance industry.
William Bolander (CRD# 1379240) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 20 years of experience in the finance industry.
Keith Bookbinder (CRD# 1005961) is an Investment Advisor Representative working at Crown Capital Securities, LP in Cincinnati, OH and has over 40 years of experience in the finance industry.
Myron Borth (CRD# 6065174) is an Investment Advisor Representative working at Brown Financial Advisors, LLC in Milford, OH and has over 11 years of experience in the finance industry.
Megan Bosco (CRD# 6710949) is an Investment Advisor Representative working at Wealth Dimensions Group, Ltd. in Cincinnati, OH and has 1 year of experience in the finance industry. Megan Bosco has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Bove (CRD# 3063571) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 25 years of experience in the finance industry.
Michael Bowling (CRD# 2550199) is an Investment Advisor Representative working at Beechwood Capital Management, Inc. in Cincinnati, OH and has over 29 years of experience in the finance industry.
Michelle Boyd (CRD# 2811518) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Blue Ash, OH and has over 17 years of experience in the finance industry.